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iShares Core Dividend Growth ETF

583 hedge funds and large institutions have $8.47B invested in iShares Core Dividend Growth ETF in 2020 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 20

96% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 131

30% more capital invested

Capital invested by funds: $6.54B → $8.47B (+$1.94B)

22% more funds holding in top 10

Funds holding in top 10: 6377 (+14)

18% more funds holding

Funds holding: 496583 (+87)

1.86% more ownership

Funds ownership: 55.72%57.58% (+1.9%)

Holders
583
Holders Change
+87
Holders Change %
+17.54%
% of All Funds
10.32%
Holding in Top 10
77
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+22.22%
% of All Funds
1.36%
New
119
Increased
257
Reduced
131
Closed
20
Calls
$9.53M
Puts
Net Calls
+$9.53M
Net Calls Change
+$9.52M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
51
Madison Wealth Partners
Wisconsin
$23M +$21.8M +512,109 New
Stifel Financial
52
Stifel Financial
Missouri
$21.9M +$2.02M +47,627 +11%
KA
53
Kovack Advisors
Florida
$21.6M +$1.29M +30,423 +7%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$21.3M +$448K +10,546 +2%
Comerica Bank
55
Comerica Bank
Texas
$20.9M -$2.22M -52,139 -10%
TIA
56
Traphagen Investment Advisors
New Jersey
$20.3M -$505K -11,881 -3%
LNB
57
Ledyard National Bank
$20.2M +$680K +16,000 +4%
SSWG
58
Seven Springs Wealth Group
Tennessee
$19.4M +$7.04M +165,710 +62%
PA
59
Prism Advisors
California
$19.1M -$351K -8,267 -2%
FTS
60
Fifth Third Securities
Ohio
$18.2M +$4.55M +106,921 +36%
MWM
61
MBE Wealth Management
Wisconsin
$18M +$3.49M +82,025 +26%
LNC
62
Lincoln National Corp
Pennsylvania
$16.9M +$1.91M +44,815 +13%
ODG
63
O'Dell Group
Ohio
$16.1M +$2.2M +51,653 +17%
CA
64
Cetera Advisors
Colorado
$15.7M +$3.09M +72,570 +26%
CIA
65
Compass Ion Advisors
Pennsylvania
$15.3M +$14.1M +330,732 +2,875%
RA
66
Rodgers & Associates
Pennsylvania
$15.3M +$14.5M +341,127 New
AAS
67
Avantax Advisory Services
Texas
$14.5M +$374K +8,788 +3%
NA
68
NewEdge Advisors
Louisiana
$14.4M +$483K +11,364 +4%
SWA
69
Stratos Wealth Advisors
Ohio
$13.5M +$743K +17,473 +6%
XF
70
XML Financial
Maryland
$13.4M +$4.56M +107,190 +56%
SWP
71
Strategic Wealth Partners
Ohio
$13.1M -$5.47M -128,725 -31%
CF
72
Copperwynd Financial
Arizona
$13M +$78.5K +1,847 +0.6%
RDFA
73
Ritter Daniher Financial Advisory
Ohio
$12.8M +$12.2M +285,831 New
AssetMark Inc
74
AssetMark Inc
California
$12.6M +$6.56M +154,283 +121%
VDI
75
Vaughan David Investments
Illinois
$12M +$1.06M +24,902 +10%